CROSStrax Help Desk

This video tutorial includes The difference between Clients and Contacts How to add new clients Viewing a list of clients How to view and edit a client...

This video tutorial covers how to control what a client user is able to do and see.  Topics include: Where to manage client roles in Settings Adding, ed...

Yes.  You can have default rates and also rates for a specific client. For example, your default or standard rate may be $75.00 per hour, but your rate for...

No. By default, the budget is not visible to clients. If you do want to allow clients access to the budget, please follow the below: 1) Click o...

Yes. Clients can see files that are closed out in your CROSStrax account.

Yes,  You can export your client list and import it into your favorite programs. Most users import the list into an email marketing campaign in programs suc...

Yes.  Click on Clients and go to the client's list.   On the right there is a dual arrow icon.  Click on that and select the client companies you want ...

Click on Settings and go to Roles & Access Click the Client Role tab Under each client type, you will need to change the access level for the di...

Client contacts do not have the capability to add themselves to a case file. If you need the contact to have the ability to see a case or multiple case file...

At this time you can not view all of the contacts. With the app you can view case details, reports, case notes, photos, and utilize the GPS tracking.